SNVXX — Schwab Government Money Inv Institutional Holders · Q2 2026
Who owns Schwab Government Money Inv (SNVXX)? 11 institutions reported holding $3.21M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Nbt Bank N A ($2.0M), Keystone Financial Group ($530,917), Coston, McIsaac & Partners ($411,000).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | NBT BANK N A /NY | $2.0M | 2.0M | New |
| 2 | Keystone Financial Group | $530,917 | 530,917 | Trimmed |
| 3 | Coston, McIsaac & Partners | $411,000 | 411,137 | Added |
| 4 | Game Plan Financial Advisors, LLC | $111,802 | 111,802 | New |
| 5 | Fortune Financial Group, Inc. | $87,912 | 87,912 | New |
| 6 | Weitzel Financial Services, Inc. | $70,000 | 70,000 | New |
| 7 | Financial Gravity Companies, Inc. | $20,166 | 20,166 | Added |
| 8 | Westside Investment Management, Inc. | $2,814 | 2,814 | Hold |
| 9 | Vermillion Wealth Management, Inc. | $1,500 | 1,500 | New |
| 10 | Fairfield Financial Advisors, LTD | $0 | 0 | Exited |
| 11 | CCM INVESTMENT ADVISERS LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30